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Roundtable Forum: David P. Campbell Sr., Thompson, Davis & Company; Todd Fowler, KeyBanc Capital Markets Inc.; John G. Larkin, Stifel, Nicolaus & Company, Inc.
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Surface Transportation Stocks: Jason H. Seidl, Credit Suisse
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CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Algoma Central Corporation, Alpine Air Express, Inc., Express-1 Expedited Solutions, Inc., Heartland Express, Inc., Portec Rail Products, Inc.
Topics covered: Tightening supply and demand - Truckload capacity issues - LTL plays - Railroad volumes - International business - Consumer consumption weakness - Asia to Europe traffic - Impact of high oil prices - Fuel surcharges - Reductions in truckload fleet size - Exports of used trucks - Cargo transportation revenue growth - Controlling costs - M&A activity - LTL acquisitions Integrated global logistics - Ways to spend strong cash flows - Regulatory outlook - Railroad re-regulation? - Price fixing in air freight - Stock recommendations - Stocks to worry about
Companies covered: Federal Express (FDX), J.B. Hunt (JBHT), Hub Group (HUBG), UTi Worldwide (UTIW), YRC Worldwide (YRCW), Pacer International (PACR), Norfolk Southern (NSC), Old Dominion Freight Line (ODFL), Quality Distribution (QLTY), Forward Air (FWRD), UPS (UPS).
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Investors and Industry Execs.
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Sincerely,
Andrew Pickup
Publisher
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